Approval Processes for Zendesk
Become the master of approvals in Zendesk with SweetHawk…
SweetHawk is a game-changer in Zendesk approval management, providing a comprehensive, flexible, and auditable solution for virtually any Zendesk workflow. Whether your approvals processes are simple or complex, SweetHawk provides you with functionality that ensures your approval requests are managed effectively and efficiently.
Organizations worldwide trust SweetHawk to automate thousands of approval requests each week. Whether it be budgets, refunds, purchases, travel, discounts, change management or something else, you can structure approval for anything.
Unlimited Approvers:
With the Approvals app, you can include as many approvers in your workflow as you need, without increasing your Zendesk costs. All your approvers need is email access, saving you the expense of additional Zendesk agents.
Approval Automation:
You can set triggers that automatically send approval requests based on certain conditions. This ensures that the correct information is always sent to the right people at the right time, without the need for constant monitoring or manual input.
Auditability:
Trust is essential in any approval process. That's why every action within our app is tracked and logged, providing a clear, auditable trail for approvers. All approval actions can then be configured to feed this data back into the Zendesk ticket. This not only aids with compliance but also offers a path to transparent overviews of your workflows, allowing you to easily track progress and identify any potential bottlenecks in Zendesk Explore.
Visibility:
At any point during an approval flow, your Zendesk agents are able to check where an approval is at, who it is waiting on, which approvers have already responded and the number of steps left in the process. Additionally it allows them to mark approvers as unavailable in order to get any approval to the right people faster.
In essence, SweetHawk offers a secure, efficient, and cost-effective solution for managing approval processes in Zendesk, transforming how you handle approvals in your day-to-day operations.
Learn how SweetHawk helps you make approval processes for anything in Zendesk.
Approval workflow use cases
Here’s a list of example approval use cases that are made possible using Zendesk and SweetHawk:
Budget approvals: Allows for budgets to be planned and confirmed.
Newsletter approval: Ensure that nothing gets sent out that is incorrect or doesn't meet the company voice.
Petty Cash approval: Formalize petty cash expenditure to guard against frivolous spending.
Asset purchase approval: Make sure the right people are signing off on purchases depending on the department or the size of the acquisition.
Sales invoice approval: Make certain that invoices are correct before sending them to customers.
Sales quotation approval: Ensure that salespeople aren’t under quoting prospects.
Sales Discount approval: Ensure salespeople are not leaving money on the table.
Press release approval: Ensure all press releases are accurate and are in line with marketing strategies.
Customer Enquiry approval: Make sure that customers agree to the terms of support or services being rendered before the enquiry is addressed.
Mileage reimbursement approval: Guard against employees claiming unreasonable distances covered.
Visitor pass approval: Make sure all visitors are authorized.
Vehicle request approval: Safeguard against employees joy riding in company cars.
Business Card Request approval: Ensure that app cardholders are authorised before issuing occurs.
Overtime claim approval: Confirm any overtime worked is approved by management.
Employee Loan approval: Track and confirm all employee loans are approved by the finance department.
Service request approval: Make sure that customers agree to the terms of support or services being rendered before the request is addressed.
Travel request approval: Certify that all company travel is necessary and authorised by the relevant parties.
Refund/return request approval: Verify that all refunds proposed fall in line with company policy.
Marketing campaign approval: Make certain that all material to be released as part of a marketing strategy is on point.
Expense approval: Certify that all expenses are warranted.
Employee Job offer approval: Before any formal offers are made, certify that the relevant departments or managers have signed off.
Employee training approval: Confirm that any training being paid for and completed by staff is necessary.
Employee resignation approval: Ascertain and track employee resignations and whom they were ratified by.
Employee exit checklist approval: Formalize the employee exit process and certify that it was followed correctly each and every time.
Employee timesheet approval: Confirm that time recorded by staff on timesheets inline with
New hire request approval: Make certain that before any job listings are made public, that the headcount has been given the nod.
Employee onboarding checklist approval: Formalize the employee onboarding process and certify that it is followed correctly each and every time.
Vacation Request approval: Schedule when staff are taking leave and ensure that excessive staff numbers are not on leave at any one point in time.
Purchase request approval: Make sure the right people are signing off on purchases depending on the department or the size of the acquisition.
Travel Reimbursement approval: Ensure that all travel claims are authorised.
Purchase order approval: Warrant that all purchase orders are permitted by the relevant managers and/or departments.
Internal job application approval: Validate that all work orders being completed are necessary and in line with company objectives.
Team outing approval: Ensure that all team outings have been signed off by the right managers.